Michael Dickson
Michael Dickson is a registered investment advisor at Loomis, Sayles & Company, L.P., based in Boston, MA, with 30 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 22,232 clients with $350B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Loomis Sayles primarily serves institutional clients and investment funds, not individual investors. They offer investment management through separate accounts, wrap fee programs, and model portfolios. Fees are negotiated and based on a percentage of assets under management, subject to minimum annual fees and account sizes. The specific fees vary depending on the investment style and agreement with the client.
Location
One Financial Center, Boston, MA, 02111-2621
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael operates ClearTax Preparation Services as a sole proprietor from his home, preparing and filing income taxes since 2015. This takes a few hours per week on average, with increased hours during tax season.
Employment History
Current Registrations
Loomis, Sayles & Company, L.P.
Loomis Sayles Distributors, L.P.
Loomis Sayles Distributors, L.P.Broker
Previous Registrations
Nylife Securities LLCBroker
Signator Investors, INC.Broker
Manning & Napier Advisory Advantage Corporation
Manning & Napier Investor Services, INC.Broker
Ing Funds Distributor, LLCBroker
New England SecuritiesBroker
Oppenheimerfunds Distributor, INC.Broker
Oppenheimerfunds Distributor, INC.Broker
Alliance Fund Distributors, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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